Excel Automation for CPA Firm
Budget: $750 – $1,500 USD
Our CPA firm is looking for a skilled professional to automate our year-to-year tax return Excel working papers. The project involves:
- Updating dates and references
- Carrying over balances and data
- Clearing out old data
While our team can be trained on basic macro/VBA use, we are completely open to solutions outside of Excel if they are more efficient. An ideal freelancer for this project should have extensive experience with Excel, VBA, and potentially other automation tools. Please provide a brief proposal on how you plan to tackle this project. Thank you!
- Updating dates and references
- Carrying over balances and data
- Clearing out old data
While our team can be trained on basic macro/VBA use, we are completely open to solutions outside of Excel if they are more efficient. An ideal freelancer for this project should have extensive experience with Excel, VBA, and potentially other automation tools. Please provide a brief proposal on how you plan to tackle this project. Thank you!